8-8:30 Continental Breakfast
8:45-10:00
Donald H. Putnam / Managing Partner, Grail Partners
“The session will explore three major factors that are expected to have an impact on how investment products are designed and delivered to investors in the next few years:
(1) Investors are in the process of coming out of the 2008-9 financial crisis and the subsequent bull market and it is likely that there will be fewer opportunities for easy returns. How can investors effectively address this lower return challenge?
(2) New paradigms for product design and increasing emphasis on risk management will be part of the investment landscape in the future. How will new products and considerations around risk impact provider and investor behavior?
(3) Geo-political risk is changing the landscape dramatically, emphasizing some areas like China and eliminating others like Russia. What are effective ways to effectively incorporate geo-political risks in investor portfolios? These three factors will push investors to use active asset allocation to keep up with the times. A question and answer will follow formal remarks by Donald Putnam.”
Break
10:15-11:15
Demian Costa, CIO
Thomas Geddes, Managing Director
KDP Investments LLC
KDP is the family office of Kevin Plank, Founder and CEO or Under Armour. Demian and Tom will share the incredible vision of this young entrepreneur, creating a huge impact on his origins and the recognition that doing good for Baltimore and bringing innovation to Maryland will be good for the operating company as well as create long term investment return.
The mixed use project underway includes the socially responsible repurposing of an extremely blighted area of Baltimore where KDP plans to attract and incubate new companies, add retail, restaurants, hotels, housing, and build the new UA headquarters.
Break
11:30-12:30
Jonny Lach and David Tatkow, Partners
Albourne America
Johnny and David will discuss risk management challenges faced by investors and an analytical framework for measuring, monitoring and managing those risks, both at the fund and portfolio level. They will also discuss some significant competitive advantages they perceive for today’s family office investor. Finally, they will talk about current investment opportunities that their research reveals such as those due to dislocations in energy and litigation financing
12:30-1:30 Lunch
1:30-2:45 DIN Speed networking 3 prepared introductory questions
1:30-2:45 Albourne and SCION Risk Assessment questions/answers
Break
3:00-4:30 Breakout/ Networking with Peers; Moderated in groups of 10-12 for DIN ; all SCION attendees in one session
4:30 Cocktail Hour
